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Selective Wealth Management’s Southern Copper SCCO Stock Holding History

Selective Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-45
Closed -$2K – 608
2022
Q3 		$2K Buy
+45
New +$1.99K ﹤0.01% 686

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Selective Wealth Management's SCCO Position: Q4 2022 in Review

Selective Wealth Management sold out of Southern Copper (SCCO) in Q4 2022, closing a stake of 45 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in SCCO in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 479 funds tracked by Wall St. Rank hold SCCO as of Q4 2022.

  • Selective Wealth Management reported no remaining Southern Copper position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 45 Southern Copper shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Southern Copper in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Southern Copper position peaked at $2K in Q3 2022.
  • 479 funds tracked by Wall St. Rank held Southern Copper as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.